The CRM that knows the guidelines.
Fannie, Freddie, FHA, VA, and USDA.
Every loan file reviewed against them.
Pre-approvals that don’t blow up in underwriting.
Every rule checked before the letter goes out. A built-in checklist covers the declarations and eligibility rules, so the letter can't ship until every issue is cleared.
- Every letter you send is one you can stand behind.
- AI reviews the whole file, so you catch what a checklist can't.
- Fewer surprises when the file hits underwriting.
An AI reviewer. An AI writer. An AI guideline expert.
Three AI features, purpose-built for mortgage. One reviews every loan file for risks. One drafts your email in your voice. One answers guideline questions with the exact section they came from.
- AI reviewer flags every risk in the loan file, before it hits underwriting.
- AI writer drafts replies, cold outreach, and scenario answers. You review, you send.
- AI guideline expert cites the exact FNMA, Freddie, FHA, VA, USDA, or HUD section every time.
Every option, every cost, side by side.
Every scenario, every cost, and every monthly payment lined up next to each other. Branded to you, updated live, and walked through on video.
- You show up branded, so borrowers see you as the pro.
- Change numbers on a live call. The borrower's view updates in real time.
- Record the walkthrough once. Stop repeating the same explanation.
Just upload. LogicLinks knows where it goes.
The right docs asked at the right point in the loan, in plain English.
- Borrower, buyer agent, title, and insurance all upload to the same file.
- Upload anything. LogicLinks reads it and pushes the numbers into income calc and the rest of the file.
- Wrong doc in the wrong slot gets flagged before it lands.
Email, SMS, Calls, Call Recordings, and Portal messages in one spot!
Your inbox lives right where you need it.
- Stop switching between your inbox, phone, and CRM.
- See every touchpoint in order, on one screen.
- Nothing gets lost between the channels.
Every lead self-selects before the call.
Different funnels for VA loans, first-timers, upgrades, downsizing, relocation, and more. Each borrower picks their own path. You show up already knowing what they want.
- Multi-page funnel or one-page link. Your call.
- Every borrower picks their situation up front (VA, first-timer, upgrade, whatever fits), so you know what the call's about before you pick up.
- Rewrite any page in settings so every word sounds like you.
- Every referral gets credited to the right partner, automatically.
Clients see their loan. Partners see their client.
Every borrower gets a branded dashboard with their loan status, docs, and messages. Every referral partner gets a private view of their client's stage, notes, and activity. Both under your name and your colors.
- Clients see loan status without asking you.
- Partners see their client's progress without you emailing an update.
- Every screen is branded to you, not to LogicLinks.
One weekly rate sheet. Personalized for every partner.
Use your own rates or national averages. LogicLinks turns them into a branded PDF for every partner, addressed to them, with the APR math and rep-example disclosure done for you.
- Custom rates or national averages, your pick.
- Pick which loan programs show up on the sheet.
- Every partner gets a rate sheet branded to you, addressed to them.
- Fires automatically every Friday morning.
Multi-step sequences, or one-time sends.
Filter your list, then reach them by email or SMS. Set up a multi-step sequence that drips over weeks, or fire a one-time broadcast. Every real open, click, and opt-out tracked.
- Multi-step email or SMS sequences run themselves after you set them up.
- One-time send to your whole list. No copy-paste.
- Real opens tracked, not spam-scanner opens. Clicks and opt-outs too.
One plan.
Everything included.
Free 30-day trial. No credit card. No tiered feature gates.
Everything in LogicLinks — CRM, LOS, client portal, and the full AI suite.
- Full mortgage MOS in one system — CRM + loan file + borrower portal + e-sign, one bill
- Smart AI Engine — hardcoded rules run first, AI as second pass, every answer cited
- 140+ document auto-request — the system asks for exactly what underwriters want based on your URLA
- Marketing hub — email + SMS outreach, drip sequences, rate sheets to partners, refi alerts on past clients
- Free assistant seats — only loan officers count as billable seats; add unlimited LOAs, processors, setup agents
- Dedicated onboarding call — the team sets you up, no self-serve maze (self-serve also available)
- All agency guidelines built in — FNMA, Freddie, FHA, VA, USDA + HUD Mortgagee Letters, refreshed daily
- AWS Bedrock zero-retention + ESOF audited — no training on your data, third-party security audit
See the full feature list (22 more details)
- CRM, contacts, and pipeline
- Unified inbox — email, SMS, calls, with call recording
- Booking funnel that routes leads by what they want
- Full loan file: URLA, assets/liabilities, dates, docs
- Pre-approval letter with agency guideline checks built in
- Income analyzer (W-2, self-employed, rental, variable pay)
- 140+ document auto-request based on how the URLA is filled out
- Loan Presenter — side-by-side scenarios + walkthrough videos
- Client + Partner portal (28 borrower + 12 partner calculators)
- MISMO 3.4 import / export + Loan Fees builder
- Unlimited e-signatures
- AI Loan File Analysis — cited blockers, warnings, strengths
- AI Guideline Chat — grounded answers from FNMA, Freddie, FHA, VA, USDA
- AI Email Assistant — draft, reply, scenario mode
- AI Document Extraction — auto-read paystubs, W-2s, statements, IDs
- Website Chat widget for your own site
- Weekly rate sheets sent to your partners
- Campaigns + drip sequences
- Rate alerts + Refi Watch on your past clients
- Automated workflow rules
- Company branding on every screen
- MCR reporting (NMLS quarterly)
No credit card. Cancel anytime.